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What’s a Collaborator?

Collaborators can help manage and make grant recommendations from your fund, providing additional oversight and expertise to your giving strategy.

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Step 1: Add a Collaborator

The donor (as fund manager) should connect and navigate to the fund you want to collaborate on. Click the Add a Collaborator button. The donor can also reach the Collaborators menu from the Fund by clicking on the gear near the top of the screen. Here, you can see existing collaboration information and add a new collaborator. To add a new collaborator, click the Add Collaborator button and complete the form. You may also reach out to us directly to request setting up collaboration.

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Step 2: Await Collaborator Approval

After a brief compliance review, you and the collaborator will receive a confirmation email for your records.